Create Everhour tasks for new Credit Repair Cloud leads
Efficiently manage new leads from Credit Repair Cloud by automatically creating tasks in Everhour. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding task will be set up in Everhour, ensuring your team can seamlessly handle incoming leads without missing a beat. Stay organized and save time by streamlining your lead handling process with this seamless integration.
Efficiently manage new leads from Credit Repair Cloud by automatically creating tasks in Everhour. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding task will be set up in Everhour, ensuring your team can seamlessly handle incoming leads without missing a beat. Stay organized and save time by streamlining your lead handling process with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new task.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address